Milrose Properties, yielding around 10% with expected healthy earnings growth and a unique business model, has the potential to become a premier land finance platform.
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The Ground Up Ep 2 -2 High Yielding REITs
Aug 8, 2026
The creator discusses mortgage REITs, highlighting their risks due to leverage and interest rate sensitivity, contrasting them with equity REITs. He expresses caution about high dividend yields in this sector and plans to identify two strong buy mortgage REITs, starting with an analysis of Blackstone Mortgage Trust (BXMT).
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Tickers discussed in this post
Milrose Properties (MRP) is a land banking REIT and capital partner for homebuilders, currently under the radar and attractively priced with significant embedded future homesite takedowns.
Ladder Capital (LDR) is a strong buy due to its diversified business model, strong balance sheet, and attractive valuation with nearly 10% dividend yield and expected earnings growth.
The creator mentions Blackstone Mortgage Trust (BXMT) as a company many viewers have asked about, but does not yet provide a specific buy or sell recommendation.